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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1001
Summit Trail Advisors
New York
$344K +$27.9K +546 +10%
PWA
1002
Provenance Wealth Advisors
Florida
$344K +$5.62K +110 +2%
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$343K -$7.51K -147 -2%
SWA
1004
Stratos Wealth Advisors
Ohio
$343K -$11.9K -232 -4%
AC
1005
Abbrea Capital
California
$341K -$3.88K -76 -1%
NAM
1006
NTV Asset Management
West Virginia
$340K -$26.2K -512 -8%
BP
1007
Ballentine Partners
Massachusetts
$340K -$45.6K -893 -13%
CWA
1008
Centennial Wealth Advisory
Michigan
$339K -$52.9K -1,036 -14%
DWA
1009
Douglass Winthrop Advisors
New York
$339K – – –
JCM
1010
Jag Capital Management
Missouri
$338K +$315K +6,169 New
CT
1011
Cambridge Trust
Massachusetts
$337K -$343K -6,713 -52%
CIA
1012
Cladis Investment Advisory
Montana
$336K – – –
SOAMC
1013
Spirit of America Management Corp
New York
$334K – – –
RRA
1014
Round Rock Advisors
Connecticut
$333K +$310K +6,073 New
VFA
1015
Voya Financial Advisors
Connecticut
$332K -$15.9K -311 -5%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$332K -$1.18K -23 -0.4%
GSIAS
1017
Garden State Investment Advisory Services
New Jersey
$332K +$15.4K +301 +5%
NWM
1018
Northcape Wealth Management
New York
$331K -$6.54K -128 -2%
CIS
1019
Connors Investor Services
Pennsylvania
$331K – – –
SACTSONJ
1020
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$329K – – –
D
1021
Diversified
Delaware
$329K +$1.58K +31 +0.5%
BMWM
1022
Brown Miller Wealth Management
Virginia
$329K -$9.76K -191 -3%
NAMP
1023
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$327K +$20.4K +400 +7%
KCFA
1024
Key Client Fiduciary Advisors
New Jersey
$327K -$111K -2,168 -27%
TA
1025
TrueWealth Advisors
Alabama
$325K +$10.7K +209 +4%
39 40
41
42 43